Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Joe Roberts

Albuquerque,NM

Summary

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent/Life, Accident and Health

Symmetry Financial Group
04.2023 - Current
  • Assist customers with purchasing mortgage protection and life insurance
  • I am currently working from home.

Credit Specialist

Progrexion
05.2022 - 04.2023
  • Provide customers who have been turned down for loans, credit analysis and repair
  • Finished in the top 10% of sales conversions on a monthly basis.

General Manager

Garcia Powersports Honda
01.2010 - 04.2020
  • Overseeing daily business operations, training low-level managers and staff, creating and managing budgets, improving revenue, hiring employees, ensuring good customer service, financing customers and closing them on payments, ordering and managing inventory.

Education

High School Diploma -

Pawhuska High School
Pawhuska, OK
1984

Skills

  • Negotiation (10 years)
  • Credit analysis (10 years)
  • Equity research (10 years)
  • Forecasting (10 years)
  • Risk Management (2 years)

Certification

Life & Health Insurance License, 07/01/23, 08/01/25, This certification includes; Life, health, accidental and sickness.

Timeline

Licensed Insurance Agent/Life, Accident and Health

Symmetry Financial Group
04.2023 - Current

Credit Specialist

Progrexion
05.2022 - 04.2023

General Manager

Garcia Powersports Honda
01.2010 - 04.2020

High School Diploma -

Pawhuska High School

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Joe Roberts